Private Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Wealth Strategies’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$336K	Buy	6,651 +84	+1%	+$4.23K	0.07%	58
2024 Q1	$331K	Buy	6,567 +82	+1%	+$4.13K	0.07%	51
2023 Q4	$326K	Sell	6,485 -63,323	-91%	-$3.18M	0.07%	54
2023 Q3	$3.5M	Buy	69,808 +3,335	+5%	+$167K	0.87%	16
2023 Q2	$3.33M	Buy	66,473 +716	+1%	+$35.9K	0.8%	17
2023 Q1	$3.31M	Buy	65,757 +587	+0.9%	+$29.5K	0.84%	17
2022 Q4	$3.27M	Buy	65,170 +60,435	+1,276%	+$3.03M	0.87%	17
2022 Q3	$238K	Buy	+4,735	New	+$237K	0.07%	62

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Private Wealth Strategies's JPST Position: Q2 2024 in Review

Private Wealth Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q2 2024, buying an estimated $4.23K and bringing the position to 6,651 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #58.

Private Wealth Strategies first reported a position in JPST in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.5M in Q3 2023. 988 funds tracked by Wall St. Rank hold JPST as of Q2 2024.

Private Wealth Strategies held 6,651 shares of JPMorgan Ultra-Short Income ETF worth $336K as of Q2 2024.
Private Wealth Strategies bought 84 JPMorgan Ultra-Short Income ETF shares in Q2 2024, an estimated $4.23K.
JPMorgan Ultra-Short Income ETF made up 0.07% of Private Wealth Strategies's portfolio in Q2 2024, its #58 holding.
Private Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 8 quarters since.
Private Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $3.5M in Q3 2023.
988 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.